Creekmur Asset Management’s Iron Mountain IRM Stock Holding History

Creekmur Asset Management’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.54M	Sell	15,097 -548	-4%	-$52.8K	0.26%	53
2025 Q2	$1.6M	Buy	15,645 +3,725	+31%	+$351K	0.28%	51
2025 Q1	$1.03M	Sell	11,920 -1,894	-14%	-$183K	0.22%	50
2024 Q4	$1.45M	Sell	13,814 -3,671	-21%	-$431K	0.33%	38
2024 Q3	$2.08M	Buy	17,485 +1,255	+8%	+$134K	0.49%	29
2024 Q2	$1.45M	Buy	16,230 +3,255	+25%	+$263K	0.38%	34
2024 Q1	$1.04M	Sell	12,975 -125	-1%	-$9.05K	0.36%	39
2023 Q4	$917K	Buy	+13,100	New	+$822K	0.29%	48

Other funds holding IRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creekmur Asset Management's IRM Position: Q3 2025 in Review

Creekmur Asset Management reduced its Iron Mountain (IRM) stake by 3.5% in Q3 2025, selling an estimated $52.8K and leaving 15,097 shares worth $1.54M. The position accounts for 0.26% of the portfolio, ranked #53.

Creekmur Asset Management first reported a position in IRM in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.08M in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IRM as of Q3 2025.

Creekmur Asset Management held 15,097 shares of Iron Mountain worth $1.54M as of Q3 2025.
Creekmur Asset Management sold 548 Iron Mountain shares in Q3 2025, an estimated $52.8K.
Iron Mountain made up 0.26% of Creekmur Asset Management's portfolio in Q3 2025, its #53 holding.
Creekmur Asset Management first reported a position in Iron Mountain in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Iron Mountain position peaked at $2.08M in Q3 2024.
1,015 funds tracked by Wall St. Rank held Iron Mountain as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.